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Publications

Market Compass 02/24 –
US equity markets heading to new highs

US equity markets heading to new highs We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset […]

Market Compass 02/24 –
US equity markets heading to new highs
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Market Compass 01/24 –
Falling bond yields make for an euphoric end to the year

Falling bond yields make for an euphoric end to the year We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical

Market Compass 01/24 –
Falling bond yields make for an euphoric end to the year
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Market Compass 11/23 –
Earnings season does not (yet) reverse the trend

Earnings season does not (yet) reverse the trend We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the

Market Compass 11/23 –
Earnings season does not (yet) reverse the trend
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Market Compass 10/23 –
Rising interest rates burden equity markets

Rising interest rates burden equity markets We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes

Market Compass 10/23 –
Rising interest rates burden equity markets
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Market Compass 09/23 –
Global equity markets take a breather

Global equity markets take a breather We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes

Market Compass 09/23 –
Global equity markets take a breather
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Market Compass 08/23 –
No summer fatigue on equity markets

No summer fatigue on equity markets We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes

Market Compass 08/23 –
No summer fatigue on equity markets
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Market Compass 07/23 –
Strong end to an euphoric half-year

Strong end to an euphoric half-year We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes

Market Compass 07/23 –
Strong end to an euphoric half-year
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Market Compass 06/23 –
Semiconductor stocks on a high

Semiconductor stocks on a high We hope you will find our new publication provides interesting insights and suggestions regarding the current market environment.  On to the highlights of this inaugural English issue. A short market review of the most significant events in the past month Our tactical positioning towards the asset classes cash, bonds, equities and

Market Compass 06/23 –
Semiconductor stocks on a high
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